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First Trust Long/Short Equity ETF

231 hedge funds and large institutions have $1.61B invested in First Trust Long/Short Equity ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% less funds holding

Funds holding: 233231 (-2)

2% less capital invested

Capital invested by funds: $1.65B → $1.61B (-$40.6M)

1.99% less ownership

Funds ownership: 81.97%79.98% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$8.18K -$9.98K -148 -56%
AG
227
AmeriFlex Group
Nevada
$7.28K +$7.01K +104 New
AF
228
Alerus Financial
North Dakota
$5.95K +$5.73K +85 New
JGCM
229
Joseph Group Capital Management
Ohio
$5.88K +$5.67K +84 New
WWMSC
230
Wagner Wealth Management (South Carolina)
South Carolina
$1.47K
Russell Investments Group
231
Russell Investments Group
United Kingdom
$215 +$202 +3 New
AA
232
Armis Advisers
Georgia
-$5.25M -79,182 Closed
LFA
233
Legacy Financial Advisors
Kentucky
-$2.73M -41,250 Closed
OPWM
234
Oregon Pacific Wealth Management
Oregon
-$2.11M -31,834 Closed
RPSA
235
Richard P. Slaughter Associates
Texas
-$2.04M -30,704 Closed
BRWA
236
B. Riley Wealth Advisors
Florida
-$1.87M -28,218 Closed
AAP
237
Arax Advisory Partners
Colorado
-$1.19M -17,926 Closed
CIA
238
Concurrent Investment Advisors
Florida
-$859K -12,953 Closed
WWA
239
WCG Wealth Advisors
Nevada
-$813K -12,272 Closed
Jane Street
240
Jane Street
New York
-$503K -7,585 Closed
FAIM
241
Financial Advocates Investment Management
Washington
-$496K -7,482 Closed
DC
242
Davenport & Co
Virginia
-$308K -4,653 Closed
M
243
MATAURO
New York
-$279K -4,203 Closed
OAS
244
Optivise Advisory Services
Tennessee
-$273K -4,122 Closed
WA
245
Waverly Advisors
Alabama
-$241K -3,636 Closed
PGF
246
Plan Group Financial
Oklahoma
-$230K -3,472 Closed
TFP
247
Traction Financial Partners
Wyoming
-$211K -3,190 Closed
CAM
248
Creekmur Asset Management
Illinois
-$26.6K -402 Closed
TSMHT
249
Thurston Springer Miller Herd & Titak
Indiana
-$15.7K -237 Closed
NWM
250
Nova Wealth Management
Florida
-$12.5K -189 Closed

FTLS Hedge Fund Activity: Q3 2025 in Review

231 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2025, worth a combined $1.61B — down 2.5% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FTLS positions and 21 closed out — a net gain of 1 holder — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $4.3M. The largest seller was Morgan Stanley, cutting an estimated $65M.

  • 231 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2025, down from 233 in Q2 2025.
  • Funds reported $1.61B of First Trust Long/Short Equity ETF stock for Q3 2025, down 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long/Short Equity ETF positions in Q3 2025 and 21 closed out, a net change of +1 holder.
  • The largest First Trust Long/Short Equity ETF buyer in Q3 2025 was Merit Financial Group, an estimated $4.3M added.
  • The largest First Trust Long/Short Equity ETF seller in Q3 2025 was Morgan Stanley, an estimated $65M sold.

Based on aggregated 13F filings for Q3 2025.